Samsung Electronics and Broadcom Sign a Whopping $200 Billion Semiconductor Supply Deal
Word on the street is that Samsung Electronics and Broadcom have just inked a massive semiconductor supply agreement valued at a staggering $200 billion. This is a huge move in the chip world.
“The Big Short” Michael Burry Heats Up His Bets Against Micron and Nvidia
On July 26, reports started circulating that the legendary investor Michael Burry, known for betting against the housing market before the 2008 crash, is doubling down on his bearish stance against Micron Technology, Nvidia, and other semiconductor players. In a recent Substack post, Burry revealed he added to his short position on Micron at $933.86 per share and piled on more Nvidia shorts at $210.28. Not stopping there, he also shorted more Caterpillar at $893.49 and increased his short position on the iShares Semiconductor ETF at $535.83.
Shang Wei New Materials’ Subsidiary Plans to Launch at Least Two Consumer Robots Every Year
On July 26, news broke that Qiyuan Xinchuang, a wholly-owned subsidiary of Shang Wei New Materials, has officially signed on as a key AI project in Shanghai and will set up shop in the Zhangjiang Robot Valley in Pudong. Their big plan? To build a massive R&D and industrialization hub for what they hope will become the largest consumer robotics company out there.
This company has already rolled out its own personal robot, the “Qiyuan Q1,” and a cool deformable personal robot called the “Qiyuan T1.” Looking ahead, they’re planning to pour serious cash into R&D over the next three years, focusing on building a top-notch R&D center and developing their own in-house Primemind base model. They’re also building a huge testing and assembly facility, with the ambitious goal of launching at least two brand-new consumer robot products every single year.
SK Group and Nvidia Expand Their Strategic Alliance, Targeting AI Factories and Next-Gen Memory
On July 25, SK Group and Nvidia announced they’re planning a comprehensive collaboration deal worth over $500 billion. The goal? To build out the AI infrastructure needed to meet the world’s exploding computing demands. The two companies have signed a letter of intent to formalize the partnership, which includes SK Telecom’s massive 2-gigawatt AI factory project and SK Hynix’s long-term AI memory collaboration.
Qualcomm Warns of Price Hikes Due to Rising Costs
According to reports, Qualcomm has sent a letter to its customers saying that because costs are going up, they’re planning to raise product prices by a double-digit percentage. The company confirmed that the price increase will apply to products shipped after September 1st.
TCL Technology’s $9.325 Billion Acquisition of a 45% Stake in Guangzhou Huaxing Semiconductor Gets Green Light from Shenzhen Stock Exchange
On July 24, TCL Technology’s plan to buy a 45% stake in Guangzhou Huaxing Semiconductor for 9.325 billion yuan was approved by the Shenzhen Stock Exchange. Once the deal is done, TCL Technology will directly and indirectly own 100% of Guangzhou Huaxing Semiconductor.
China’s Digital Industry Revenue Hits 39.6 Trillion Yuan in 2025
On July 26, the latest “National Informatization Development Report (2025)” from the Cyberspace Administration of China dropped some big numbers. In 2025, the core industries of China’s digital economy accounted for over 10.5% of GDP, with digital industry revenue hitting a whopping 39.6 trillion yuan—an 8.8% jump from the year before.
Residents’ digital consumption also hit 25.3 trillion yuan, up 8.7% year-on-year. On the infrastructure front, China’s network capabilities are getting a serious upgrade. By the end of 2025, the country had built 4.838 million 5G base stations, and two-thirds of its prefecture-level cities had met the “Gigabit City” standard. The number of active IPv6 users also reached 869 million.
Waymo Reportedly Considering Cutting Ties with Uber
On July 25, news surfaced that Alphabet’s self-driving unit, Waymo, is exploring the possibility of ending its partnership with Uber. Waymo first teamed up with Uber back in May 2023 to launch a robotaxi service in Phoenix, Arizona. They later expanded the deal to Austin and Atlanta, where Waymo’s vehicles were exclusively available through the Uber app, with Uber and partner Avomo managing the fleet. However, the partnership in Phoenix ended in May of this year when the agreement expired, and now it looks like the rest of the relationship might be on shaky ground.
